Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q2 2023
Institutional positions in Intuit Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,668
- +62 vs. Q1 2023
- Shares held
- 235.3M
- −266.7K (−0.1%) vs. Q1 2023
- Total value
- $107.8B
- +$2.93B (+2.8%) vs. Q1 2023
- New holders
- 148
- 692 more added
- Sold out
- 86
- 566 more reduced
11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 2,779 | $1.27M | 0.03% | +2,482+835.7% | Added |
| Ritholtz Wealth Management | 2,767 | $1.27M | 0.06% | +24+0.9% | Added |
| IHT Wealth Management, LLC | 2,768 | $1.27M | 0.07% | +1,633+143.9% | Added |
| DFPG Investments, LLC | 2,552 | $1.28M | 0.12% | +956+59.9% | Added |
| Twin Capital Management Inc | 2,801 | $1.28M | 0.17% | −25−0.9% | Reduced |
| Silicon Valley Capital Partners | 2,818 | $1.29M | 0.24% | +40+1.4% | Added |
| Elmwood Wealth Management, Inc. | 2,831 | $1.30M | 0.60% | −31−1.1% | Reduced |
| Roberts Glore & Co Inc | 2,849 | $1.31M | 0.42% | −5−0.2% | Reduced |
| Signature Wealth Management Group | 2,852 | $1.31M | 0.61% | −163−5.4% | Reduced |
| Harvest Fund Management Co., Ltd | 2,911 | $1.33M | 0.27% | +150+5.4% | Added |
| Moody National Bank Trust Division | 2,920 | $1.34M | 0.09% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,938 | $1.35M | 0.13% | +4+0.1% | Added |
| Capstone Investment Advisors, LLC | 2,956 | $1.35M | 0.04% | +2,956 | New |
| HighVista Strategies LLC | 2,963 | $1.36M | 0.62% | +1,743+142.9% | Added |
| Cyndeo Wealth Partners, LLC | 2,967 | $1.36M | 0.14% | +2,478+506.7% | Added |
| Riverpark Capital Management LLC | 2,971 | $1.36M | 2.41% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,835 | $1.37M | 0.10% | +333+13.3% | Added |
| Venturi Wealth Management, LLC | 3,074 | $1.41M | 0.11% | +81+2.7% | Added |
| Ropes Wealth Advisors LLC | 3,084 | $1.41M | 0.23% | +213+7.4% | Added |
| Merit Financial Group, LLC | 3,111 | $1.43M | 0.05% | +91+3.0% | Added |
| Vista Wealth Management Group, LLC | 3,112 | $1.43M | 0.14% | +36+1.2% | Added |
| WT Wealth Management | 3,127 | $1.43M | 0.59% | −134−4.1% | Reduced |
| REDW Wealth LLC | 3,143 | $1.44M | 0.43% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,159 | $1.45M | 0.01% | −17−0.5% | Reduced |
| Eads & Heald Wealth Management | 3,169 | $1.45M | 0.71% | −193−5.7% | Reduced |
| RB Capital Management, LLC | 3,171 | $1.45M | 0.45% | +16+0.5% | Added |
| Penserra Capital Management LLC | 3,176 | $1.45M | 0.03% | −6,177−66.0% | Reduced |
| Trust Asset Management LLC | 3,178 | $1.46M | 0.15% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 3,197 | $1.46M | 0.42% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,213 | $1.47M | 0.10% | +22+0.7% | Added |
| Miracle Mile Advisors, LLC | 3,213 | $1.47M | 0.04% | −487−13.2% | Reduced |
| Sabal Trust CO | 3,226 | $1.48M | 0.09% | +3,226 | New |
| GM Advisory Group, Inc. | 3,246 | $1.49M | 0.12% | −2−0.1% | Reduced |
| Resonate Capital, LLC | 3,269 | $1.50M | 9.71% | −10,232−75.8% | Reduced |
| Ellis Investment Partners, LLC | 3,308 | $1.52M | 0.37% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,311 | $1.52M | 0.02% | +179+5.7% | Added |
| Cigna Investments Inc | 3,314 | $1.52M | 0.28% | −26−0.8% | Reduced |
| Savant Capital, LLC | 3,324 | $1.52M | 0.02% | +158+5.0% | Added |
| Keeler Thomas Management LLC | 3,331 | $1.53M | 0.62% | −525−13.6% | Reduced |
| Boit C F David | 3,350 | $1.53M | 1.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,355 | $1.54M | 0.22% | +746+28.6% | Added |
| Davidson Capital Management Inc. | 3,371 | $1.54M | 0.77% | +947+39.1% | Added |
| DF Dent & Co Inc | 3,379 | $1.55M | 0.02% | +325+10.6% | Added |
| Advisor OS, LLC | 3,394 | $1.56M | 0.25% | +125+3.8% | Added |
| Transamerica Financial Advisors, Inc. | 3,403 | $1.56M | 0.20% | −965−22.1% | Reduced |
| Conway Capital Management, Inc. | 3,405 | $1.56M | 1.10% | −485−12.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,418 | $1.56M | 0.06% | +2,595+315.3% | Added |
| Jacobi Capital Management LLC | 3,446 | $1.58M | 0.18% | +10.0% | Added |
| National Asset Management, Inc. | 3,474 | $1.59M | 0.04% | −555−13.8% | Reduced |
| K.J. Harrison & Partners Inc | 3,500 | $1.60M | 0.29% | +2,000+133.3% | Added |
| Lincoln National Corp | 3,508 | $1.61M | 0.03% | +43+1.2% | Added |
| BKD Wealth Advisors, LLC | 3,508 | $1.61M | 0.05% | +3,508 | New |
| Ossiam | 3,511 | $1.61M | 0.03% | −39,394−91.8% | Reduced |
| Neo Ivy Capital Management | 3,552 | $1.63M | 0.86% | +3,552 | New |
| Stock Yards Bank & Trust Co | 3,623 | $1.66M | 0.06% | +40+1.1% | Added |
| Boston Trust Walden Corp | 3,627 | $1.66M | 0.01% | −576−13.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,653 | $1.67M | 0.31% | +246+7.2% | Added |
| Harbor Capital Advisors, Inc. | 3,673 | $1.68M | 0.34% | −42−1.1% | Reduced |
| Willow Creek Wealth Management Inc. | 3,696 | $1.69M | 0.24% | +3+0.1% | Added |
| Two Sigma Investments, LP | 3,705 | $1.70M | 0.00% | +3,005+429.3% | Added |
| Clean Yield Group | 3,713 | $1.70M | 0.70% | −165−4.3% | Reduced |
| Dohj, LLC | 3,726 | $1.71M | 0.73% | +14+0.4% | Added |
| EFG Asset Management (North America) Corp. | 3,735 | $1.71M | 0.37% | −924−19.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,740 | $1.71M | 0.19% | +140+3.9% | Added |
| Mission Wealth Management, LP | 3,750 | $1.72M | 0.07% | −319−7.8% | Reduced |
| Stiles Financial Services Inc | 3,758 | $1.72M | 0.86% | −88−2.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,761 | $1.72M | 0.08% | +3,527+1,507.3% | Added |
| Schechter Investment Advisors, LLC | 3,763 | $1.72M | 0.15% | +20+0.5% | Added |
| Headlands Technologies LLC | 3,784 | $1.73M | 0.55% | +362+10.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,800 | $1.74M | 1.12% | −500−11.6% | Reduced |
| Bridgeway Capital Management, LLC | 3,800 | $1.74M | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,816 | $1.75M | 0.48% | −15−0.4% | Reduced |
| Inlet Private Wealth, LLC | 3,828 | $1.75M | 0.44% | 00.0% | Unchanged |
| Altrafin AG | 3,834 | $1.76M | 0.79% | +659+20.8% | Added |
| Roundview Capital LLC | 3,851 | $1.76M | 0.17% | +462+13.6% | Added |
| Private Trust Co NA | 3,855 | $1.77M | 0.22% | +46+1.2% | Added |
| Chicago Partners Investment Group LLC | 3,569 | $1.78M | 0.09% | −263−6.9% | Reduced |
| Covenant Asset Management, LLC | 3,880 | $1.78M | 0.52% | −3,442−47.0% | Reduced |
| Clarius Group, LLC | 3,895 | $1.78M | 0.14% | +103+2.7% | Added |
| Sequoia Financial Advisors, LLC | 3,902 | $1.79M | 0.03% | +117+3.1% | Added |
| Southern Capital Advisors, LLC | 3,916 | $1.79M | 1.37% | +3,305+540.9% | Added |
| RiverPark Advisors, LLC | 3,916 | $1.79M | 1.65% | −548−12.3% | Reduced |
| Baader Bank INC | 3,955 | $1.80M | 0.16% | +3,955 | New |
| Archford Capital Strategies, LLC | 3,702 | $1.81M | 0.34% | +159+4.5% | Added |
| Ashton Thomas Private Wealth, LLC | 3,957 | $1.81M | 0.14% | +522+15.2% | Added |
| James Hambro & Partners | 3,959 | $1.81M | 0.12% | −56−1.4% | Reduced |
| Outfitter Financial LLC | 3,966 | $1.82M | 1.63% | −635−13.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,974 | $1.82M | 0.03% | +248+6.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,999 | $1.83M | 0.09% | +167+4.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.83M | 0.51% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,398 | $1.84M | 0.03% | −64,713−80.8% | Reduced |
| Eagle Asset Management Inc | 4,023 | $1.84M | 0.01% | +525+15.0% | Added |
| Sands Capital Management, LLC | 4,035 | $1.85M | 0.01% | −992,649−99.6% | Reduced |
| Credential Qtrade Securities Inc. | 4,042 | $1.85M | 0.12% | −32−0.8% | Reduced |
| Zions Bancorporation, N.A. | 4,064 | $1.86M | 0.16% | +2,312+132.0% | Added |
| Novare Capital Management LLC | 4,083 | $1.87M | 0.20% | +60+1.5% | Added |
| Wealthsource Partners, LLC | 4,115 | $1.89M | 0.12% | −48−1.2% | Reduced |
| Evergreen Capital Management LLC | 4,116 | $1.89M | 0.08% | +167+4.2% | Added |
| Brown Brothers Harriman & Co | 4,142 | $1.90M | 0.02% | −71−1.7% | Reduced |
| Coldstream Capital Management Inc | 4,148 | $1.90M | 0.06% | −27−0.6% | Reduced |